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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (28474)2/20/1999 12:28:00 AM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Gottfried, thanks for the updated charts. I note with particular interest that bookings have now doubled since September.



To: Gottfried who wrote (28474)2/21/1999 1:38:00 PM
From: Ross  Read Replies (2) | Respond to of 70976
 
Hi Gottfried,
Thanks for posting your updated chart. It looks
like two years ago orders rose for 5 or 6 months
before shipments turned up. If that pattern
repeats this time (and there is probably no
reason for it to repeat exactly), then shipments
might not turn up for real for one or two more
months. What do you make of the small uptick
in shipments in November, followed by a more
recent decline?

Ross


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